Life Events Subtask

Use the Life Events subtask to configure notification options for Life Events.

Contents

Field Description
Life Events

Use this drop-down box to select a life event. The list displays all life events that have been set up.

Note: If no valid life events have been set up, the Escalation Table will be disabled and the system displays an error message.

Escalation Table

Field Description
# of Days Remaining
  • Initial: The # of Days Remaining field is disabled for the Initial row.
  • Upgrade Medium: Select the number of days remaining in the life event change period. This controls when the Life Event is upgraded to medium priority.  
  • Upgrade High: Select the number of days remaining in the life Event change period. This controls when the Life Event is upgraded to high priority.
Initial - Notify Employee

For each level, select the first notification method for the selected life event, indicating what notification method you would like to use. You can automate the notifications using the Scheduled processes feature.

  • None: No notification will be sent.
  • E-Mail: An e-mail notification will be sent.
E-mail Employee on Confirmation

If you select this check box, employees will be notified via e-mail after confirming the life event.  

E-mail Third Party on Confirmation

If you select this check box, all employees attached to functional role #1 and functional role #2 will be notified via e-mail when an employee has confirmed a life event.

E-mail Third Party if Life Event Requires Approval

If you select this check box, all employees attached to functional role #1 will be notified via e-mail when an employee has initiated the life event, if the life event has been set up to require approval.

E-mail Third Party if Elections Require Approval

If you select this check box, all employees attached to role #1 will be notified via e-mail when an employee has initiated the life event, if the employee has selected a benefit that requires approval.

Third Party Email

If a Third Party check box, enter the e-mail address of the third party in this field. If you do not enter a functional Role #1 on this screen, the functional role #1 will not receive any notifications.